Investment Strategies – Page 11
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Features
Banks back in favour
Fund managers are overweight banking stocks for the first time since 2007. But Maha Khan Phillips finds that not everyone is convinced that now is the time to buy
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Asset Class Reports
Small & Mid-Cap Equities: Hungry, growing, focused
In a world obsessed with the safe havens of multi-national mega-cap cash machines, Joseph Mariathasan revisits the case for smaller companies
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Asset Class Reports
Small & Mid-Cap Equities: So many stocks, so little time
Joseph Mariathasan considers the resource demands inherent in making the compelling global small-cap opportunity manageable
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Features
AIFMD: the rush to regulate
With its mid-year implementation deadline looming, Giuseppe Rumi and Giorgio Tosetti update us on the state of play for the Alternative Investment Fund Managers Directive
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Features
Relationship issues
The demand from pension funds for greater transparency from their custodians is growing more urgent, finds Iain Morse
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FeaturesThe correlation myth
Patrick Burke d’Orey argues that factor analysis shows that correlations are not at all-time highs – and that even in 2008 there was wide dispersion in pair-wise factor correlations
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Features
Contagious junk?
Speculation that European downgrades could squeeze EM corporate bond issuers is overblown, finds Martin Steward
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Special Report
Split over atoms
Nina Röhrbein finds few pension funds have specific policies on nuclear, and reports differing views among funds and managers
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Asset Class Reports
Small & Mid-Cap Equities: Punching above their weight
Martin Steward takes a tour of some world-beating European companies with four leading small-caps managers
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Features
The inflation trade-off
Hedging against unexpected inflation can be costly. But Karsten Jeske and Anjun Zhou argue that active management can shift the efficient frontier in investors’ favour While inflation and inflation volatility were relatively subdued until the late 1990s, inflation volatility has picked up again in the 2000s. Evidence shows us that more uncertainty about inflation lies ahead.
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Interviews
Focus and flexibility
One can tell from the name ‘Alternative Investment Group’ that this is a more venerable fund of hedge funds, pre-dating the post-dot-com stampede: it’s not exactly ‘Google-search optimised’.
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Interviews
Enjoying a Renaissance
Renaissance Asset Managers (RAM) has had a great run since it was founded as part of Renaissance Group, the Moscow-based financial services firm, in 2003.
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Asset Class Reports
Emerging & frontier equities – Tactical and strategic
As slowing growth depresses emerging market valuations, Joseph Mariathasan argues that this might be the time to adjust strategically for the new, long-term growth and risk paradigms
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Asset Class Reports
Emerging & frontier equities – The great melt-up
Capital flows into emerging markets suggest that valuations could be about to end their two-year slumber, argues Michael J Howell
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Features
Don’t be surprised by inflation
Nicholas Johnson, Berdibek Ahmedov and Ronit Walny argue that now is the time to build a real asset bucket in diversified portfolios
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Asset Class Reports
Emerging & frontier equities – A turn in the cycle
There is a tussle between ‘quality’ and cyclicality among the top strategies in emerging market equities. Martin Steward looks at how three portfolios are shaping up for a possible turn in risk appetite
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Asset Class Reports
Emerging & frontier equities – The private market complement
Mark Mobius outlines why private equity is different in emerging markets from in developed – but also different from your existing public emerging markets exposure
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Features
Australia: gateway to Asia?
It is right on Asia’s doorstep, but James Dunn finds that outside the big resource names there is surprisingly little Asia exposure in Australia’s stock market
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Special Report
Assessing the Arctic
Nina Röhrbein questions the oil industry’s claims to have cleaned up its act enough after Deepwater Horizon to be trusted in the pristine waters of the Arctic.
